-16.3%
NOW vs VRT
+352.9%
-369.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.8% | -0.6% |
| 7D | -3.0% | -21.4% | +18.4% | -1.4% |
| 30D | -26.0% | -25.8% | -0.2% | -24.6% |
| 3M | -13.1% | -33.5% | +20.4% | -10.8% |
| 6M | +14.5% | -49.0% | +63.5% | +19.5% |
| YTD | -33.4% | +12.9% | -46.4% | -42.0% |
| 1Y | -40.6% | 0.0% | -40.6% | -47.0% |
| 3Y | -16.3% | +361.8% | -378.1% | -57.7% |
| All | -16.3% | +352.9% | -369.2% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling